AgencyBloc
AMS+ is AgencyBloc’s health-and-benefits agency management system — clients, policies, lead pipeline, HIPAA/HITRUST/SOC 2, Scope of Appointment, and native texting. Commissions+ and Quote+ are separately packaged sibling products, so those flags stay false on this AMS+ reading.
- Best for
- Health, life, Medicare, and group-benefits agencies that need an AMS with compliance tooling
- Price
- Contact for pricing
- HQ
- United States
- Profile updated
- September 30, 2026
Worth it for your operation?
Pros
- Policy records tied to individuals, groups, agents, and carriers
- Built-in health-insurance compliance (SOA, ACA consent/attestations, HIPAA)
- Click-to-text and text messaging on AMS+ plans
- Lead dashboards and pipeline management in the same AMS
Watch-outs
- Commissions+ is a volume-based sibling SKU — not scored as native on AMS+
- Quote+ (group quoting/enrollment) is a separate package; AMS+ lists quoting integrations
- No public AMS+ rate card
- Built for life/health/senior — not a P&C comparative-rater AMS
Score by criterion
The dark mark on each bar is the average of the 12 systems in this ranking. Criteria with higher weight pull the overall score more.
Policy records — number, coverage, carrier, and status — without a parallel spreadsheet or a second system of record.
Commission tracking, splits, or carrier-statement reconciliation in the same product as the policy — not a sibling SKU or a spreadsheet.
Renewal workflow, alerts, and retention on the in-force book — not only a “won” stage or a new-business funnel.
Native SMS or messaging inbox on the client or policy card, with team history. WhatsApp Business API also counts. Portal-only chat and marketplace apps do not.
Public plan in USD, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day AMS work lower the score.
English UI, policy and commission vocabulary, and time until a producer or CSR can work without a months-long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Policy book of business
Policy records — number, coverage, carrier, and status — live in the product, not only in a connected AMS
- No
Commissions & carrier money
Commission tracking, splits, or carrier-statement reconciliation in the product under review, not a sibling SKU
- Yes
Renewals & retention
Renewal workflow, alerts, or retention on the in-force book — not only a “won” stage
- No
Multi-carrier quoting
Multi-carrier or comparative quoting inside the product, not a rater sold next door or a portal you rekey
- Yes
Insurance compliance
Insurance-specific compliance in the product — Scope of Appointment, E&O documentation, licenses, or HIPAA tooling for health books
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact/policy card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- Yes
Sales pipeline
Visual sales pipeline
- No
Vendor mobile app
App published by the vendor itself
Editorial analysis
AgencyBloc in detail
AgencyBloc AMS+ is the health-and-benefits AMS. Policies, compliance, texting, and a lead pipeline live in AMS+. Commissions and group quoting are sold as Commissions+ and Quote+. That split is the whole point of the score.
Who it is for
Medicare, ACA, group benefits, and life agencies that need HIPAA-minded records and SOA workflows. Independent P&C agencies will bounce off the vocabulary.
What drives the score
Policies, renewals, compliance, and messaging are strong on AMS+. Commissions and quoting are deliberately mid/false because those engines are packaged next door. Price is low for opacity.
How we read the sources
Based on the AMS+ feature page, the pricing page (Grow/Accelerate/Elevate vs Commissions+ vs Quote+), and the AgencyBloc homepage.
Frequently asked questions
Why are commissions and quoting false if AgencyBloc sells both?
Same sibling-SKU rule as Clio Grow. The public pricing page packages AMS+, Commissions+, and Quote+ separately. AMS+ lists quoting and enrollment *integrations*. This profile scores AMS+.
Is AgencyBloc a P&C AMS?
No. Positioning is health, life, group benefits, and senior/Medicare. P&C shops should compare Epic, EZLynx, or HawkSoft.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
- AgencyBloc AMS+(www.agencybloc.com)
- AgencyBloc pricing(www.agencybloc.com)
- AgencyBloc(www.agencybloc.com)
Profile updated September 30, 2026. Found something outdated? Corrections are welcome.